Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Trader Strategy
Summary: Today we look at the market trying to breathe a sigh of relief, but with concerns lingering, not only on the risk of another round of bank turmoil as the weakest links may be in commercial real estate and real estate exposures, but also on the likelihood that this latest crisis has brought the recession forward via an incoming credit crunch. We delve into earnings for the week ahead, commodities positioning and precious metals, FX themes and more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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